See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,007 | $71,883-9.6% | $86,677-25.0% | $68,494-5.1% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | -10.43% | 3.52%-14.0pp | 35.91%-46.3pp | -7.84%-2.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,276 | $3,779-13.3% | $4,656-29.6% | $4,027-18.6% |
| Admin fee / account holder | $20 | $6,112-99.7% | $7,493-99.7% | $5,403-99.6% |